StockDriftsStockDriftsTop 50 Independent Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 11.21% | 26.5K | $11.4M | -0.70%(-187) | $375.89(+10.09%) | 2026-03-31 | |
| CSHI | NEOS ETF TRUST | 6.27% | 128.2K | $6.4M | +43.73%(+39.02K) | $49.74(+0.11%) | 2026-03-31 | |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | 5.75% | 185.8K | $5.9M | +5.72%(+10.05K) | $31.65(+5.15%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 5.51% | 111.5K | $5.6M | -18.51%(-25.33K) | $50.30(+0.33%) | 2026-03-31 | |
| SPD | SIMPLIFY EXCHANGE TRADED FUN | 5.32% | 148.9K | $5.4M | +3.92%(+5.61K) | $39.33(+5.06%) | 2026-03-31 | |
| NOBL | PROSHARES TR | 4.65% | 44.6K | $4.7M | +2.30%(+1.00K) | $103.60(+4.08%) | 2026-03-31 | |
| HOLA | J P MORGAN EXCHANGE TRADED F | 4.45% | 86.2K | $4.5M | +6.68%(+5.39K) | $51.94(+4.32%) | 2026-03-31 | |
| SHY | ISHARES TR | 3.87% | 47.7K | $3.9M | +10.42%(+4.50K) | $82.87(-0.91%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 3.68% | 42.5K | $3.7M | -4.99%(-2.23K) | $76.97(+10.19%) | 2026-03-31 | |
| SSUS | STRATEGY SHS | 3.45% | 75.3K | $3.5M | -0.08%(-60) | $48.53(+12.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.25% | +3.81% |
| Top 20 Holdings Unweighted | -2.04% | -6.01% |
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